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Client Relationship Specialist

Company: Mission Private Wealth
Location: San Luis Obispo
Posted on: February 6, 2020

Job Description:

Mission Private Wealth is a local wealth management group that focuses on making a big impact in their client's lives. Read on only if you're interested in using your unique talents to make a big difference in our client's lives.Our clients are your mom and dad, aunts and uncles, maybe even current co-workers(!). For over 15 years we've helped our clients make smart financial decisions, navigate uncertain economic times, and plan and save for life's major financial expidentures.This position requires a strong desire to truly want to help people with some of the most stressful financial decisions they'll face. This means emotions will be involved. Sometimes you'll be walking clients through their financial plans, explaining investment options and performance and helping clients establish savings and spending systems.Excellent interpersonal skills, phone demeanor, extraordinary client service attitude, and genuine interest in the success of our clients is required. Must also be detail-oriented, technologically literate, and able to manage a multitude of tasks on a consistent basis. The position requires expertise with systems, processes, and work flows.Knowledge of (or ability to learn) securities/investment rules and regulations is necessary. While prior industry experience isn't entirely necessary, it is a big plus! Compensation will be competitive, with experience and required industry licensing (I.e. Series 7, CFP--) compensated for accordingly.

Keywords: Mission Private Wealth, San Luis Obispo , Client Relationship Specialist, Other , San Luis Obispo, California

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